Guardian Investor Services’s Weyerhaeuser WY Stock Holding History

Guardian Investor Services’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$120K	Hold	3,628	–	–	0.09%	258
2014 Q4	$130K	Sell	3,628 -119	-3%	-$4.09K	0.1%	242
2014 Q3	$119K	Sell	3,747 -602	-14%	-$19.7K	0.1%	245
2014 Q2	$144K	Sell	4,349 -145	-3%	-$4.38K	0.11%	216
2014 Q1	$132K	Sell	4,494 -186	-4%	-$5.6K	0.1%	236
2013 Q4	$148K	Buy	4,680 +61	+1%	+$1.82K	0.11%	211
2013 Q3	$132K	Buy	4,619 +189	+4%	+$5.35K	0.11%	217
2013 Q2	$126K	Buy	+4,430	New	+$134K	0.11%	227

Other funds holding WY

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Guardian Investor Services's WY Position: Q1 2015 in Review

Guardian Investor Services held its Weyerhaeuser (WY) position steady in Q1 2015 at 3,628 shares worth $120K. The position accounts for 0.09% of the portfolio, ranked #258.

Guardian Investor Services first reported a position in WY in Q2 2013 and has held it in 8 quarters since. The position peaked at $148K in Q4 2013. 598 funds tracked by Wall St. Rank hold WY as of Q1 2015.

Guardian Investor Services held 3,628 shares of Weyerhaeuser worth $120K as of Q1 2015.
Guardian Investor Services left its Weyerhaeuser share count unchanged in Q1 2015.
Weyerhaeuser made up 0.09% of Guardian Investor Services's portfolio in Q1 2015, its #258 holding.
Guardian Investor Services first reported a position in Weyerhaeuser in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Weyerhaeuser position peaked at $148K in Q4 2013.
598 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.